+10.2%
PTC vs WSM
+36.5%
-26.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +0.5% | -3.0% | +3.5% | +1.0% |
| 30D | +0.9% | +10.1% | -9.2% | -1.0% |
| 3M | +30.4% | +4.9% | +25.5% | +28.0% |
| 6M | +34.4% | +49.8% | -15.4% | +26.9% |
| YTD | +12.6% | +48.7% | -36.2% | +8.0% |
| 1Y | +10.2% | +38.7% | -28.5% | +7.2% |
| All | +10.2% | +36.5% | -26.3% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WSM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling